Bob Zerbe

Bob Zerbe Email and Phone Number

Partner and Co-founder @ A2 Capital Insurance Services
Charlotte, NC, US
Bob Zerbe's Location
Charlotte, North Carolina, United States, United States
About Bob Zerbe

Bob Zerbe is a Partner and Co-founder at A2 Capital Insurance Services. Colleagues describe him as "Kramer Levin represented a PE firm that acquired & later securitized Bob's company's legacy commission streams. Working on these transactions spanning over a year, I got to know Bob well & dealt with him frequently. He has unsurpassed knowledge of bank-owed life insurance, agency business and life insurance generally and always brings sound judgment and insight to the task at hand. He works seamlessly with lawyers, bankers and other professionals to harmonize differences… Show more"

Bob Zerbe's Current Company Details
A2 Capital Insurance Services

A2 Capital Insurance Services

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Partner and Co-founder
Charlotte, NC, US
Bob Zerbe Work Experience Details
  • A2 Capital Insurance Services
    Partner And Co-Founder
    A2 Capital Insurance Services
    Charlotte, Nc, Us
  • Z Benefit Solutions Llc
    Principal
    Z Benefit Solutions Llc Apr 2004 - Present
    Charlotte, North Carolina Area
    Bank-Owned Life Insurance (“BOLI”) and Corporate-Owned Life Insurance ("COLI") advisor with specialization in private placement variable universal life separate account with stable value wrap. Advisory expertise in product optimization, stable value wrap structuring, and bank supervisory expected risk management processes consistent with safe and sound banking practices.
  • A2 Capital Insurance Services
    Partner/Co-Founder
    A2 Capital Insurance Services Sep 2007 - Present
    Strategic partnership with private equity on Bank-Owned Life Insurance opportunities.
  • Greenspoint Capital Llc
    Board Member
    Greenspoint Capital Llc Sep 2015 - Present
    Special purpose investment entity for run-off book of Bank-Owned Life Insurance receivables.
  • Wachovia Corp
    Vice President - Treasury Group
    Wachovia Corp Feb 2002 - Apr 2004
    Managed BOLI / COLI portfolio, carrier / provider relationships, regulatory compliance, Non-Qualified Deferred Compensation (“NQDC”) plan funding and hedging strategies, and chaired the Pension & Benefits Committee, a fiduciary subcommittee to the Board of Directors.
  • Ey
    Senior Manager
    Ey Oct 1993 - Feb 2002
    Financial Audit PracticeSEC filingsStaff Training Program Leader

Frequently Asked Questions about Bob Zerbe

What company does Bob Zerbe work for?

Bob Zerbe works for A2 Capital Insurance Services

What is Bob Zerbe's role at the current company?

Bob Zerbe's current role is Partner and Co-founder.

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